TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Thursday Conversation podcasts usually come out most weeks.

TFMR Podcast - Wednesday, November 8

Wednesday, November 8, 2023 - 2:00pm

The latest Spec wash-and-rinse cycle continues today with another straight, 45-degree down angle on Comex after what was a reasonably solid overnight trade. What will tomorrow bring? More of the same? Probably.

So let's discuss this today...a little earlier than usual because I really...

TFMR Podcast - Tuesday, November 7

Tuesday, November 7, 2023 - 5:24pm

It was a dreadful day, full of Goon speeches and paper gold selling. But tomorrow is another day and with it comes another appearance by Chief Goon Powell. Will he reiterate what he said just last week or will he side with the Goonspeak of today?

And it all just drives me batshit crazy...

TFMR Podcast - Monday, November 6

Monday, November 6, 2023 - 5:35pm

It was another day of relentless selling of digital gold on Comex. What does this likely signify for price in the near term? Come on in and let's talk about it today.

For today, a general recap of the situation and a discussion of the latest SLOOS data from The Fed:

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TFMR Podcast - Thursday, November 2

Thursday, November 2, 2023 - 5:27pm

Today was a sort of in-between day. We had Jerry and all of his nonsense yesterday. We have the BLSBS, the PMIs and all sorts of geo-political stress on tap for tomorrow. So be ready and look sharp ahead of what is almost certain to be a very volatile end of the week.

For today, a...

TFMR Podcast - Wednesday, November 1

Wednesday, November 1, 2023 - 5:17pm

Jerry has come and gone and little has least for now. Comex gold continues to have a bias to the downside this week as the hot Spec cash that entered last week is seemingly selling and liquidating into every rally.

And we saw this again today. CDG was pressured hard after...

TFMR Podcast - Tuesday, October 31

Tuesday, October 31, 2023 - 5:32pm

The month of October comes to an end and, with it, our chances of posting the first monthly close in spot gold north of $2000. Oh, well. We can always try again next month.

And what was the primary cause of today's drop? The massive rise in USDJPY that we discussed this morning. (No...

TFMR Podcast - Monday, October 30

Monday, October 30, 2023 - 5:22pm

A long, busy and potentially-volatile week begins with a sharp drop in crude, a rally in the S&P and a pullback in the POSX. All of this left CDG down but still higher than the Comex close back on Friday while CDS moved up by 2.5%.

So now what happens tomorrow? There's not much...

TFMR Podcast - Friday, October 27

Friday, October 27, 2023 - 5:56pm

The week ends with the ground war beginning in Gaza...or so it seems. On the headlines, both of the Comex PMs traded higher through the afternoon Globex, with Dec23 Comex gold closing at $2016.

So now we wait, watch the headlines and pray for peace. What will the world look like by the...

Thursday Conversation - Chris Martenson

Thursday, October 26, 2023 - 3:00pm

Chris Martenson has been a friend for over a decade. Over the years, he has helped us with everything from financial guidance to warnings about Covid. He's back today to give us the latest on the fading pandemic and the things that concern him most as 2023 begins to blend into 2024.


TFMR Podcast - Wednesday, October 25

Wednesday, October 25, 2023 - 5:48pm



Where do you even start?

There's too much.

But we'll start here with the post I wrote back on Monday for Sprott Money:...